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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,586 | $151,490-85.1% | $76,030-70.3% | - |
| Participation rate | 100.0% | 67.5%+32.5pp | 69.1%+30.9pp | - |
| Annual return | 19.19% | 14.17%+5.0pp | 361.54%-342.3pp | - |
| Employer contribution / active EE | $1,649 | $2,542-35.1% | $2,688-38.6% | - |
| Participant deferral / active EE | $3,417 | $4,237-19.4% | $4,257-19.7% | - |
| Admin fee / account holder | $2 | $25,345-100.0% | $6,421-100.0% | - |